港股异动︱光伏太阳能股普涨下半年国内外市场订单均充足
格隆汇7月30日丨光伏太阳能股普涨,其中信义光能(0968.HK)涨3.73%领涨,熊猫绿能(0686.HK)涨近2%。在京举行的光伏行业2019年上半年发展回顾与下半年形势展望研讨会上,中国光伏行业协会副理事长兼秘书长王勃华表示,今年光伏产业规模预计大致在35GW~45GW,上半年不足12GW,因此下半年国内市场可能会呈现爆发式增长,或造成产业链部分环节供应趋紧。此外,随着光伏发电的成本下降,会激发更大及更多元化的海外市场发展。据了解,龙头制造企业下半年国际市场订单充足,对于国内订单部分企业已经开始以订单质量(价格和付款方式等)为依据,有选择性地进行接单。
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